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Wakefield Partners
190 Fullarton Road, Dulwich, South Australia, Australia
About Wakefield Partners
Welcome to Wakefield Partners, a trusted establishment located at 190 Fullarton Road in Dulwich, Australia. As a leading financial institution, we are dedicated to providing expert advice and services to a diverse range of clients, making us a point of interest for individuals and families alike.
At Wakefield Partners, we understand the importance of aligning yourself with people you can trust, especially when it comes to managing your finances. Whether you are a busy professional, a family focused on other priorities, a pre-retiree or retiree navigating complex strategies and legislation, or someone organizing aged care for a loved one, we are here to support you every step of the way.
Our comprehensive range of services covers various aspects of financial planning, including superannuation and pensions, self-managed superannuation funds, retirement preparation, estate services, estate administration and planning, insurance, lump sum insurance, income protection, shares and investments, portfolio management and review, as well as Centrelink and aged care support.
What sets us apart is our commitment to tailoring our services to meet your unique needs and values. We believe that no two investors are the same, and we will work closely with you to ensure your money is invested wisely and in line with your personal goals.
As a local institution, we are proud to serve our community, but our reach extends far beyond. Through our association with the national and international Morgans network, we offer a global reach, providing you with access to a wealth of resources and expertise.
When you choose Wakefield Partners, you can expect a dedicated adviser who is approachable, friendly, and flexible. Our role is to guide you through the advice and investment process, utilizing sound financial planning strategies to help you achieve your objectives.
We pride ourselves on being good listeners, and we promise to explain complex concepts in plain English. We understand that financial matters can be overwhelming, and we are here to simplify the process for you.
If you would like to stay updated on the latest news and insights, simply subscribe to our newsletter. We regularly share articles on various topics, ensuring you stay informed and empowered.
In celebration of our 20th anniversary, we reflect on our journey and the relationships we have built with our clients. We are proud to have served the community for two decades, and we remain committed to delivering exceptional service for many more years to come.
Visit us at our office on Fullarton Road or get in touch with us today to schedule a consultation. Let us help you live in the present while securing your future with Wakefield Partners.
Unit 1/190 Fullarton Rd, Dulwich SA 5065, Australia
Opening hours of Wakefield Partners
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
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